Custom Training Edition: CU*BASE CTE

The CU*BASE Custom Training Edition (CTE) is a new alternative to the shared simulated training environment (Bedrock Community CU) currently used by all CU*Answers online clients. For a one-time setup fee plus a monthly maintenance fee, you can have a copy of your own membership data set up as a training environment, available only to your credit union’s employees.

The CTE gives your team a safe place to practice using CU*BASE tools, learn new skills, and experiment with new features without potential harm to your live member data. And because it’s a copy of your actual files, both the product configurations and member accounts will be familiar and will behave like they do in your day-to-day environment.

Whether introducing new employees to CU*BASE or helping existing employees practice new skills, your CTE environment is perfect for keeping your team up to speed on the tools they’ll use every day to serve your members.

Member Services Flyer

Lending/Collections Flyer

Back Office Flyer

CU*BASE CTE informational brochure (includes pricing)

CU*BASE CTE user guide and FAQs

Learn about a FREE shared training environment

   

Request a CTE Demo Today!


Request CTE Demo

   

Sign up for CU*BASE CTE Today!


Order CU*BASE CTE

Exercises for Success

Designed for use with CU*BASE simulated training environments, this workbook series offers new CU*BASE users practical experience with common CU*BASE tasks. The series comprises three workbooks that reinforce key areas of credit union operations: member service, teller processing, and lending. Each workbook includes helpful instructions that guide learners in selecting appropriate accounts for use while practicing the activities covered in the booklet. Activities are based on common member scenarios and are followed by a knowledge check that learners can use to gauge their progress. The workbooks can be downloaded as PDF booklets here:

Updated
October 17, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices.  During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »

Dec 16, 2022

Take a Look at the CU*Answers University Courses for December!

Take a Look at the CU*Answers University Courses for December!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in December!   Friday, December 2 10:00 AM – 11:00 AM ET Conflict Resolution in the Workplace Register for web conference   3:00 PM… Read more »

Dec 16, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices.  During this session, Cindy will discuss topics including: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… Read more »

Nov 4, 2022

Take a Look at the CU*Answers University Courses for November!

Take a Look at the CU*Answers University Courses for November!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in November!   Tuesday, November 8 3:30 PM – 4:30 PM ET 5300 Tools: Call Report Techniques from Xtend SRS Register for web conference… Read more »

Oct 19, 2022

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Oct 3, 2022